The Home dashboard is the first thing you see when you log in. It gives you an at-a-glance overview of your account activity and quick access to the most common actions — sending a message, adding customers, creating a campaign, or scheduling an appointment.
Key Features
Quick Action Shortcuts
The home screen provides one-click access to your most frequent tasks:
- Compose Message — Open the Inbox and send a message immediately
- Add Contacts — Import or manually add contacts to your account
- Create Campaign — Start building a new campaign
- Schedule Appointment — Book a new appointment for a customer
Recent Activity Feed
See what has been happening in your account at a glance:
- Recent messages sent — the latest outgoing messages from campaigns and the Inbox
- New customers added — customers recently imported or opted in
- Appointment confirmations — customers who have confirmed upcoming appointments
- Campaign performance — delivery and engagement summaries for recent campaigns
Account Overview
The dashboard displays key metrics about your account health:
- Total customers — how many customers are in your system
- Active campaigns — campaigns currently running or scheduled
- Credit balance — your remaining message credits
- Upcoming appointments — appointments scheduled in the near future
Getting Started from the Dashboard
If you have just completed onboarding, here is a suggested first-session workflow from the home screen:
Step 1: Review Your Company Settings
Navigate to Settings → Company and confirm your organization's name, address, and customer information are correct. This data is used in merge tags and carrier registration.
Step 2: Import Your customers
Click Add Contacts or navigate to Contacts → Import Contacts. Upload your contact list via CSV to populate your account.
Step 3: Create Your First Group
Organize your contacts into groups for targeted messaging. Navigate to Contacts → Groups and create a group like "Members," "Staff," or "Event Attendees."
Step 4: Set Up Keywords
Create keywords so customers can opt in by texting a word to your number. Navigate to Keywords and set up your first opt-in keyword.
Step 5: Send a Test Message
Open the Inbox and send yourself a test message to verify your number is working and messages are delivering correctly.
Step 6: Create Your First Campaign
Once customers are imported and groups are set up, navigate to Campaigns and create your first campaign — a text blast, a text-to-join, or a text flyer.
Tips & Best Practices
- Check the dashboard daily for a quick pulse on your account — new customers, pending messages, and upcoming appointments.
- Use the quick action shortcuts to stay efficient. The fewer clicks to your most common tasks, the faster your workflow.
- Monitor your credit balance from the dashboard. If credits are running low, visit Credits & Billing to top up before your next campaign.
- Review recent activity to catch any issues early — failed deliveries, unexpected opt-outs, or missed appointments.